Purchases and Sales Made in Q3 2023 in Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP) during Q3 2023. The information is specifically focused on institutions that hold shares of Keurig Dr Pepper Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
483+ 2.26% |
$15.1K - $16.6K
|
21.8K
$690K
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
470+ 1.33% |
$14.7K - $16.2K
|
35.7K
$1.13M
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
444+ 3.11% |
$13.9K - $15.3K
|
14.7K
$465K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
425+ 14.68% |
$13.3K - $14.6K
|
3.32K
$105K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.24% |
$12.5K - $13.8K
|
164K
$5.19M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
373+ 28.69% |
$11.7K - $12.9K
|
1.67K
$52.9K
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
369+ 0.63% |
$11.5K - $12.7K
|
58.6K
$1.85M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
365New |
$11.4K - $12.6K
|
365
$11.5K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
350+ 184.21% |
$10.9K - $12.1K
|
540
$17.1K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
342New |
$10.7K - $11.8K
|
342
$10.8K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
329+ 3.98% |
$10.3K - $11.3K
|
8.6K
$272K
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
324+ 0.84% |
$10.1K - $11.2K
|
38.8K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
314+ 37.07% |
$9.82K - $10.8K
|
1.16K
$36.7K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
307New |
$9.6K - $10.6K
|
307
$9.71K
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
300New |
$9.38K - $10.3K
|
300
$9.49K
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
300New |
$9.38K - $10.3K
|
300
$9.49K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
275+ 19.66% |
$8.6K - $9.48K
|
1.67K
$52.9K
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
263+ 33.94% |
$8.22K - $9.06K
|
1.04K
$32.8K
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
259+ 0.16% |
$8.1K - $8.93K
|
160K
$5.05M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
254New |
$7.94K - $8.75K
|
254
$8.03K
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
252+ 4.51% |
$7.88K - $8.68K
|
5.84K
$185K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
225+ 114.21% |
$7.04K - $7.75K
|
422
$13.3K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
225+ 16.7% |
$7.04K - $7.75K
|
1.57K
$49.7K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
225+ 65.22% |
$7.04K - $7.75K
|
570
$18K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
225+ 114.21% |
$7.04K - $7.75K
|
422
$13.3K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
225New |
$7.04K - $7.75K
|
225
$7.11K
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
221+ 0.39% |
$6.91K - $7.62K
|
56.6K
$1.79M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
220New |
$6.88K - $7.58K
|
220
$6.96K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
210+ 13.13% |
$6.57K - $7.24K
|
1.81K
$57.2K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
209+ 27.98% |
$6.54K - $7.2K
|
956
$30.2K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
209New |
$6.54K - $7.2K
|
209
$6.61K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
205+ 7.15% |
$6.41K - $7.06K
|
3.07K
$97.2K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
203+ 1.85% |
$6.35K - $7K
|
11.2K
$353K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
191+ 1.29% |
$5.97K - $6.58K
|
15K
$473K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
191+ 0.64% |
$5.97K - $6.58K
|
30.2K
$955K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
191+ 74.61% |
$5.97K - $6.58K
|
447
$14.1K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
186New |
$5.82K - $6.41K
|
186
$5.88K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
181+ 0.08% |
$5.66K - $6.24K
|
221K
$7M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
180+ 171.43% |
$5.63K - $6.2K
|
285
$9.01K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
176+ 3.21% |
$5.5K - $6.06K
|
5.66K
$179K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
168New |
$5.25K - $5.79K
|
168
$5.31K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
149+ 173.26% |
$4.66K - $5.13K
|
235
$7.43K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
138+ 100.0% |
$4.32K - $4.76K
|
276
$8.73K
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
135New |
$4.22K - $4.65K
|
135
$4.27K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
130+ 1.44% |
$4.07K - $4.48K
|
9.15K
$289K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
121+ 2.15% |
$3.78K - $4.17K
|
5.76K
$182K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
120+ 106.19% |
$3.75K - $4.14K
|
233
$7.37K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
115+ 8.08% |
$3.6K - $3.96K
|
1.54K
$48.7K
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
113+ 10.69% |
$3.53K - $3.89K
|
1.17K
$37K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
96New |
$3K - $3.31K
|
96
$3.04K
|